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The Dimensional U.S. Equity ETF (ticker DFUS, formerly the Tax-Managed U.S. Equity Portfolio) The Dimensional U.S. Small Cap ETF (DFAS, formerly the Tax-Managed U.S. Small Cap Portfolio) The Dimensional U.S. Targeted Value ETF (DFAT, formerly the Tax-Managed U.S. Targeted Value Portfolio) The Dimensional U.S. Core Equity 2 ETF (DFAC, formerly the T.A. U.S. Core Equity 2 Portfolio)
Just for comparison’s sake, here’s the daily average trading volume for the Avantis ETFs run by DFA alumni which have been around for just shy of two years and cover a similar space:
AVUV Avantis U.S. Small Cap Value 147,014 AVUS Avantis U.S. Equity 111,454 AVDE Avantis International Equity 62,698 AVDV Avantis International Small Cap Value 112,198 AVEM Avantis Emerging Markets Equity 67,246
Comments
Here is an old March 8, 2021 article announcing the change.
https://www.thinkadvisor.com/2021/03/08/heres-when-dfa-will-convert-4-mutual-funds-into-etfs-portfolio-products/
Here is the SEC Form N-14 registration filing exhibiting the OEM funds to be converted.
https://sec.report/Document/0001794202-21-000086/
Funds to be converted:
Tax-Managed U.S. Equity Portfolio
Tax-Managed U.S. Small Cap Portfolio
Tax-Managed U.S. Targeted Value Portfolio
T.A. U.S. Core Equity 2 Portfolio
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Sorry, didn't realize this was a duplicate post.
I wonder what the volume on them will be. The TRP ETFs launched last year still seem to be fairly thinly traded.
AVUV Avantis U.S. Small Cap Value 147,014
AVUS Avantis U.S. Equity 111,454
AVDE Avantis International Equity 62,698
AVDV Avantis International Small Cap Value 112,198
AVEM Avantis Emerging Markets Equity 67,246
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